6900 Wedgwood Road North
At Priebe Wealth, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client's individual financial plan in place.
Partner | Wealth Advisor
Jason works with you to understand your WHY and create a path to HOW, while understanding as life unfolds your goals may change. He and his team implement customized strategies as part of their proprietary process called, The DueNorth Fomula.
Christina started in the financial planning industry in 2008. Her dedication to customer service is driven by her personal promise to do what is right for her clients. She gets the most satisfaction out of getting to know her clients and helping them pursue their financial goals, using a proprietary process called DueNorth Formula.
Wealth Advisor Associate
Mike’s focus is on creating financial plans for a large variety of client objectives. His goal is to streamline the client experience by assisting in meetings and helping clients integrate their various retirement, philanthropic and legacy goals into their comprehensive wealth plan.
Director of Client Engagement
Jen is responsible for keeping our clients engaged and informed of the major headlines in the financial industry as well as the activities in our office. She does this through our social media, blog, and newsletter. She is also responsible for coordinating events, allowing us to connect with our clients on a personal level.
Suzanne is responsible for bringing the magic to life, whether she is working to ensure new accounts are being opened, making adjustments to existing accounts, or verifying clients’ transactions are in order. As Operations Manager, her satisfaction is ensuring your interactions with our team are seamless.
Director of First Impressions
When you are working with our team, the first person you will meet is Jillian. She is our ever-present smile. Whether it is greeting you in our office or on the phone, ensuring you have access to our technology systems, or assisting the team in serving you, she is here to help and let you know we are a team here to support you.
Business Optimization Manager
Emily’s focus is on identifying strategic priorities and developing ways to maximize the efficiency and effectiveness of current firm-level processes. She will oversee implementation of new business processes where there is value for the firm, and for our clients.